Anic Equity¶
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Total return since start: 0.69 %¶
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Equity now: -----------------------------> 51616.77 Kr¶
Max Equity ever reached: ------------> 51944.38 Kr¶
Portfolio value: --------------------------> 48417.71 Kr¶
PnL: ---------------------------------------> -669.86 Kr¶
DD now: ---------------------------------> -0.631 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-31 11:57:33.357357'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 54 | 0.640000 | 3402.000000 | 222.000000 | 6.980000 | 3180.000006 |
| HMS Networks | 2 | -1.430000 | 770.800000 | 97.800000 | 14.530000 | 673.000000 |
| Nordea Bank Abp | 29 | 0.210000 | 3542.640000 | 88.640000 | 2.570000 | 3453.999992 |
| SAAB B | 8 | 0.070000 | 3429.600000 | 52.600000 | 1.560000 | 3377.000000 |
| HEBA B | 70 | -1.410000 | 2684.500000 | 48.500000 | 1.840000 | 2636.000010 |
| Swedbank A | 3 | 2.890000 | 608.100000 | 44.100000 | 7.820000 | 564.000000 |
| Resurs Holding | 22 | 0.790000 | 613.800000 | 39.800000 | 6.930000 | 573.999998 |
| MedCap | 2 | -1.080000 | 458.000000 | 37.000000 | 8.790000 | 421.000000 |
| AcadeMedia | 12 | -0.770000 | 589.920000 | 32.920000 | 5.910000 | 557.000004 |
| Samhällsbyggnadsbo. i Norden B | 20 | -0.810000 | 380.000000 | 25.000000 | 7.040000 | 355.000000 |
| Fasadgruppen Group | 38 | 1.290000 | 4164.800000 | 23.800000 | 0.570000 | 4140.999992 |
| Intrum | 4 | 0.590000 | 542.600000 | 15.600000 | 2.960000 | 527.000000 |
| OEM International B | 7 | -1.790000 | 539.000000 | 11.000000 | 2.080000 | 527.999997 |
| Eastnine | 4 | -0.480000 | 501.600000 | 10.600000 | 2.160000 | 491.000000 |
| Norva24 Group | 16 | -0.580000 | 552.000000 | 9.000000 | 1.660000 | 543.000000 |
| Karnov Group | 9 | 0.000000 | 543.600000 | 7.600000 | 1.420000 | 536.000004 |
| Creaspac SPAC | 6 | -0.100000 | 579.600000 | 2.600000 | 0.450000 | 577.000002 |
| Securitas B | 6 | -1.350000 | 571.320000 | 1.320000 | 0.230000 | 570.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.190000 | 247.200000 | 1.200000 | 0.490000 | 246.000000 |
| Handelsbanken A | 5 | 0.460000 | 545.750000 | -0.250000 | -0.050000 | 546.000000 |
| Coor Service Management Hold. | 8 | -0.230000 | 530.000000 | -2.000000 | -0.380000 | 532.000000 |
| Corem Property Group B | 59 | -1.270000 | 574.070000 | -2.930000 | -0.510000 | 576.999999 |
| Fastighetsbolag. Emilshus Pref | 21 | -3.280000 | 557.550000 | -4.450000 | -0.790000 | 562.000005 |
| Midsona B | 63 | -3.700000 | 573.300000 | -9.700000 | -1.660000 | 582.999984 |
| Boozt | 12 | -0.510000 | 1636.800000 | -17.200000 | -1.040000 | 1653.999996 |
| Sampo Oyj SDB | 7 | -0.180000 | 3825.500000 | -24.500000 | -0.640000 | 3850.000000 |
| Essity B | 2 | -0.870000 | 545.200000 | -28.800000 | -5.020000 | 574.000000 |
| CTEK | 13 | -2.230000 | 495.170000 | -38.830000 | -7.270000 | 533.999999 |
| International Petroleum Corp. | 5 | -2.800000 | 554.500000 | -40.070000 | -6.740000 | 594.565215 |
| Vivesto | 1368 | 0.240000 | 569.090000 | -43.910000 | -7.160000 | 612.999432 |
| Essity A | 4 | -0.900000 | 1098.000000 | -51.000000 | -4.440000 | 1149.000000 |
| Beijer Electronics Group | 27 | -1.780000 | 2986.200000 | -97.800000 | -3.170000 | 3083.999994 |
| OX2 | 22 | 0.250000 | 1786.400000 | -202.600000 | -10.190000 | 1989.000002 |
| Axfood | 15 | -0.300000 | 4033.500000 | -266.500000 | -6.200000 | 4300.000005 |
| Ovzon | 64 | -2.040000 | 3385.600000 | -610.400000 | -15.280000 | 3996.000000 |
| TOTAL | 48417.710000 | -669.860000 | -0.63069% | 49087.564636 |
Updated:¶
'2023-01-31 11:57:46.516619'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
